Individually Managed Account Service
Maximise the returns on your investment portfolio!
If you are looking to invest in a top performing managed investment portfolio, look no further!
For investors who want direct ownership of their share market investments - Wealth Within offers a unique Individually Managed Account Service tailored to your needs.
It provides all of the benefits of being a shareholder without the headaches of running your own investment portfolio.
With no two portfolios the same, we offer a solution to your investment goals like no other Boutique Investment Company can. We make your money work harder, so you are free to enjoy life.
Proven and disciplined investment technique
Designed for investors who want strong market returns - our professional investment analysts scan the market to find the best performing stocks to create a top performing portfolio for you. Using a proven and disciplined investment technique, our aim is to help you consistently outperform the share market over the medium to long term.
In selecting investments, we focus on securities within the S&P/ASX 300 (depending on the investment strategy you choose), which our research and investment team believes can deliver strong returns over the medium to long term.
And with an audited track record spanning over 6 years, you can rest assured that our investment team is working hard to help you secure your financial future.
We understand that you are unique and your investments should be too, which is why our Individually Managed Account Service is tailored to clients who:
- are seeking strong returns that outperform the market average
- do not have the time or expertise to manage their own investments
- would prefer to utilise the expertise of professionals to customise their investments
- have cash or an existing portfolio to invest
- would like timely and transparent reporting on their investments
- want a professionally managed investment
to learn about our Individually Managed Investment Account Service.
Historical Performance
Below are the Portfolios that Wealth Within has been managing since April 2003.
Audited Returns to 6 April 2009
PKF Chartered Accountants & Business Advisors ('PKF'), a major Australian and global accounting firm, have audited the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April, 2009.
Read the findings of the PKF review. View the performance methodology.
| Portfolio | 6 Yr Total Return | Performance P.A. |
| Blue Chip | 106.57% | 17.75% |
| Growth | 166.08% | 27.65% |
Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income.
6 year return to 6 Apr 09.
Returns audited by PKF Chartered Accountants.
Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.
Our Expertise, Our Performance, Your Choice
The benefits to you include:
- Unique investment portfolio to take advantage of opportunities at the time you invest
- Customised stock selection enabling you to personalise the securities within your account
- All assets are beneficially owned, which means all entitlements accrue to you
- Professionally managed investment utilising over 30 years of combined investment expertise
- Returns that outperform the market average
- Full administration of your portfolio
- Funds invested only in leading ASX companies
- Competitive fee structure
- Transparency through comprehensive online reporting 24/7
Our clients want their money to work harder. They want results that outperform the market average and personable service. And they come to Wealth Within because they know we provide the knowledge and investment expertise that makes this happen.
With an investment starting from as little as $50,000, you will be able to tap into the unique benefits of our unique individually managed account service.
More Information
Click here now
Free Call
to learn about our Individually Managed Account Service.
Alternatively, you can call our office to speak with a Client Services Consultant call - 1300 742 738.
Testimonial
I just wanted to let you know how thrilled we are with the performance of our portfolio with Wealth Within. I remember reading your book, watching your DVDs and then speaking to you in March 2008. With a deep breath we took the huge leap to set up a Self Managed Super Fund with your company. By taking that step we conservatively saved over $150,000 that was not lost in our industry super funds during the worst GFC. Today we read with pleasure that over the same time many of our friends have lost 30% or more of their superannuation while ours has increased by 13.65%. That is just marvelous. Thank you to you and your team. Kathleen, F, Sydney
Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.